Help women plan for retirement shortfall
Four tips for client meetings
Top Stories in Practice
Women’s growing share of assets to change wealth management
More attention will be given to planning and advice for women, a CIBC report says
- By: Staff
- March 4, 2019 March 4, 2019
- 11:23
Why millennials are more inclined to use robos
A poll shows younger clients have less trust in advisors
- By: Staff
- March 1, 2019 March 1, 2019
- 11:34
Volatile income for gig workers requires new savings tools
A CPA Canada report says automated savings may not be appropriate for some workers
- By: Staff
- February 28, 2019 February 28, 2019
- 13:20
Median income rising as poverty declines: StatsCan
Higher wages and increased child benefits led to higher household income in 2017
- By: Staff
- February 26, 2019 February 26, 2019
- 12:17
Create a rewarding charity experience for senior clients
Knowing the basics can help advisors strengthen relationships
- By: Jessica Bruno
- February 25, 2019 February 28, 2019
- 00:00
How do you engage both spouses during a meeting?
Advisors weigh in
- By: Sharon Ho
- February 25, 2019 February 22, 2019
- 00:00
Taking a better headshot: tips for advisors
First impressions matter
- By: Gil Martinez
- February 25, 2019 February 22, 2019
- 00:00
Client Confidential: Lana Gorlitz
TV director discusses freelance work and incorporation
- By: Susan Goldberg
- February 25, 2019 February 25, 2019
- 00:00
When tech tools are too good, clients may suffer
There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans
- By: Mark Burgess
- February 25, 2019 February 25, 2019
- 00:00
Should you switch to fee-based before retiring?
Advice for advisors selling their books
- By: Michelle Schriver
- February 22, 2019 February 22, 2019
- 15:00
Room for improvement on avoiding fraud in all its forms
Canadians taking action to avoid identity theft and fraud
- By: Staff
- February 21, 2019 February 21, 2019
- 10:30
Majority of investors value working with human advisors: survey
Millennials place greater trust in robo-advisors, compared with older investors
- By: Staff
- February 21, 2019 February 21, 2019
- 10:15
Wealthsimple introduces premium service for wealthier clients
The service will be available to clients who invest more than $500,000
- By: Staff
- January 29, 2019 January 29, 2019
- 10:11
Virtual Brokers adopts Wealthscope tool
The partnership allows clients to aggregate their assets from other financial institutions
- By: Staff
- January 28, 2019 January 28, 2019
- 11:00
IA Financial introduces virtual assistant service
Clients can access financial planning tools using Google Assistant
- By: Staff
- January 17, 2019 January 17, 2019
- 10:33
Advisor confidence accurately predicts economic conditions, research finds
Research also shows the value of "a well-informed human" advisor
- By: Anne-Marie Vettorel
- February 15, 2019 February 15, 2019
- 14:25
Canadians’ common RRSP misperceptions
Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says
- By: Staff
- February 7, 2019 February 8, 2019
- 12:43
Corporate investments and the small business rate
Developing a plan for extracting corporate money
- By: Doug Carroll
- February 5, 2019 February 5, 2019
- 10:00
Get your CE credits before year’s end
The IIROC cycle ends Dec. 31, 2017
- By: Staff
- December 15, 2017 March 19, 2019
- 00:00
CE course: Personal tax season — Are you ready?
Take this CE Course, which consists of a slide presentation and accompanying audio.
- By: Michelle Connolly
- March 17, 2017 September 20, 2018
- 00:00
CE Course: 34 ways to be a better advisor
The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.
- By: Anne Manson and Doug Towill
- November 10, 2016 March 19, 2019
- 10:00